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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,441 hedge funds and large institutions have $65.5B invested in iShares Core US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 608 increasing their positions, 564 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.37%
Holding in Top 10
273
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-7.14%
% of All Funds
4.81%
New
117
Increased
608
Reduced
564
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.66B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$7.3B
3
Bank of America
Bank of America
North Carolina
$2.89B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.95B
5
BlackRock
BlackRock
New York
$3.86B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$47.9M
3
Morgan Stanley
Morgan Stanley
New York
$1.5B
4
MGB
Mass General Brigham
Massachusetts
$233M
5
TC
Toews Corporation
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIGI
326
Susquehanna International Group (Ireland)
Ireland
$12.1M -$27.4M -240,324 -69%
BWA
327
BlueSky Wealth Advisors
North Carolina
$12M -$175K -1,535 -1%
GPA
328
Guidance Point Advisors
Massachusetts
$12M +$1.2M +10,504 +11%
Man Group
329
Man Group
United Kingdom
$11.9M -$12.8M -112,143 -52%
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$11.8M -$454K -3,992 -4%
PGWM
331
Parisi Gray Wealth Management
New Jersey
$11.7M +$12.3K +108 +0.1%
Millennium Management
332
Millennium Management
New York
$11.7M -$4.7M -41,283 -29%
MSA
333
Mason Street Advisors
Wisconsin
$11.7M +$626K +5,500 +6%
BPC
334
Banque Pictet & Cie
Switzerland
$11.5M +$364K +3,200 +3%
CJA
335
C-J Advisory
California
$11.5M +$694K +6,096 +6%
VCA
336
Verdence Capital Advisors
Maryland
$11.4M -$2.68M -23,570 -19%
Financial Engines Advisors
337
Financial Engines Advisors
California
$11.4M +$1.73M +15,190 +18%
BA
338
Ballast Advisors
Minnesota
$11.3M +$9.07M +79,717 +403%
LGWM
339
Litman Gregory Wealth Management
California
$11.3M -$6.76M -59,370 -37%
CWM
340
Calamos Wealth Management
Illinois
$11.2M -$1.62M -14,269 -13%
QCG
341
Quadrant Capital Group
Ohio
$11.2M +$123K +1,079 +1%
JWCA
342
J.W. Cole Advisors
Florida
$11.1M +$601K +5,278 +6%
SSWM
343
Smith Salley Wealth Management
North Carolina
$10.9M -$1.76M -15,431 -14%
SC
344
Scotia Capital
Ontario, Canada
$10.9M -$460K -4,044 -4%
MWM
345
Mission Wealth Management
California
$10.9M -$2.55M -22,366 -19%
GCA
346
Greenwood Capital Associates
South Carolina
$10.8M +$3.58M +31,476 +50%
SA
347
Sunesis Advisors
Kansas
$10.7M +$569 +5 +0%
DSAM
348
Dock Street Asset Management
Florida
$10.7M +$95.2K +836 +0.9%
MWM
349
Mascoma Wealth Management
New Hampshire
$10.7M -$6.59M -57,924 -38%
PFM
350
Peak Financial Management
Massachusetts
$10.6M +$665K +5,839 +7%
12 13
14
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